Sticky Note Automate

This workflow is ideal for:

• CRM Managers: Who need to ensure the accuracy of mailing addresses for new contacts.
• Marketing Teams: Looking to maintain clean and deliverable contact lists for campaigns.
• Sales Professionals: Who rely on accurate customer information for outreach and follow-ups.
• Operations Teams: Aiming to streamline the verification process of contact addresses to reduce manual errors.

This workflow addresses the challenge of verifying mailing addresses for new contacts in the Groundhogg CRM. It automates the process of checking if an address is deliverable, thereby reducing the risk of sending communications to incorrect addresses and ensuring that marketing and sales efforts reach the intended recipients. This not only saves time but also enhances the effectiveness of outreach campaigns.

1. Webhook Trigger: The workflow starts with a webhook that listens for new contact data being added to the Groundhogg CRM.
2. Set Address Fields: The incoming data is processed to extract relevant address fields such as address, city, state, and zip_code.
3. Address Verification: The workflow sends a request to the Lob API to verify the deliverability of the address provided.
4. Switch Node: Based on the response from the address verification, the workflow determines if the address is deliverable or not.
5. Update Groundhogg: Depending on the deliverability status:
   • If deliverable, it updates the contact in Groundhogg with a tag indicating the address is verified.
   • If not deliverable, it applies a different tag and may trigger additional actions for manual verification.